--- title: SOAR Project Handover Kickoff — 2026-04-05 type: article created: '2026-04-05' updated: '2026-04-05' source_docs: - raw/2026-03-27-agility-recovery-soar-course-133575436.md tags: - agility-recovery - soar - client-meeting - project-handover - instructional-design - articulate-rise - articulate-storyline - microsoft-365 - sharepoint - it-blockers - onboarding - sales-training - elevate-program - vyond layer: 2 client_source: Agility Recovery industry_context: elearning transferable: false --- # SOAR Project Handover Kickoff — 2026-04-05 ## Overview Kickoff meeting introducing **Melissa Cusumano** and **Avoke Onorimuo** as the incoming Asymmetric team on the [[wiki/clients/current/agility-recovery/index|Agility Recovery]] SOAR project, replacing Isalia Ramirez. Gus Donelson (Learning Leader, Agility Recovery) provided project context, flagged ongoing IT/access blockers, confirmed a content strategy pivot for the Tech Stack module, and previewed future scope. **Attendees:** - Gus Donelson — Learning Leader, Agility Recovery (client) - Melissa Cusumano — Account Manager, Asymmetric (incoming lead) - Avoke Onorimuo — Account Coordinator, Asymmetric (incoming support) - Isalia Ramirez — Asymmetric (outgoing lead, transitioning off) - Mark Hope — Asymmetric --- ## Project Background **SOAR** (Sales Optimization and Readiness) is Agility Recovery's foundational new-hire onboarding program, designed primarily for sales hires but intended to provide baseline organizational knowledge across all departments. Agility Recovery is an ~83-person company; Gus Donelson is the first dedicated learning professional in the organization's history. - All course content has been built in **Articulate Rise** - The program spans approximately two weeks of onboarding content - The project is behind its original 14-week schedule, primarily due to IT delays — acknowledged by Gus as his responsibility **Remaining work at time of handover:** 1. Finalize the "Unlocking the Power of Co-pilot" module (in review) 2. Complete the Tech Stack module 3. Design participant and facilitator guides 4. Finalize the SOAR agenda --- ## Key Decisions ### 1. Tech Stack Module: Pivot from Storyline to Video Recordings - **Original plan:** Interactive click-through simulations built in Articulate Storyline - **New plan:** Simpler screen-capture video recordings - **Rationale:** Storyline requires specialized skill; video recordings are faster to produce and sufficient for a v1 release. Gus is under pressure from leadership to ship. - **Future consideration:** Gus is piloting **Vyond** (AI video creation tool) starting the following week, which may enable more engaging video content for SOAR 2.0 ### 2. Participant & Facilitator Guides: Design in Adobe, Provide Raw File - Guides will be designed in Adobe (not Word) for a professional finish - Asymmetric will deliver both the polished output and an editable raw file - Gus's marketing team has some Adobe access for minor future edits; Asymmetric handles significant revisions ### 3. Meeting Rescheduled - Recurring Friday sync moved to **10:00 AM Central** (9:00 AM Madison / Melissa's time) to accommodate Avoke's international time zone --- ## Blockers ### Microsoft 365 Licenses — SharePoint Access - The new Asymmetric team cannot access Agility Recovery's **SharePoint**, where all project files are stored - Root cause: Agility Recovery is out of Microsoft 365 Basic licenses; the CIO is evaluating recycling existing licenses - **Impact:** Blocks access to Tech Stack module content and Sales Mastery materials - **Resolution path:** Gus to follow up with IT vendor (Xerox) on Monday to secure licenses ### Avoke's International Access - Avoke's location triggered an admin restriction blocking her login, despite a prior international-access request submitted to IT - Xerox (outsourced IT) needs to resolve the configuration - **Dependency:** Agility email must be functional before sales tool access (Salesforce, SalesLoft, Zoom Info) can be provisioned — accounts time out within 24 hours of provisioning if not activated ### Articulate Ownership Transfer - The "Unlocking the Power of Co-pilot" course is currently under Asymmetric's Articulate account ownership - Isalia shared it with Gus for review during the meeting; full ownership transfer to Agility Recovery's account is pending course completion --- ## Future Scope ### SOAR 2.0 More engaging content layer built on top of the current Rise foundation. Likely to incorporate Storyline interactivity and/or Vyond video once the v1 program is live. ### Elevate Program A continuous monthly education initiative for the sales team, running after SOAR onboarding concludes. - Format: rotating mix of e-learning, video, and instructor-led sessions - Goal: build a reusable content library covering soft skills, product knowledge, and sales skills - Cadence: monthly - Status: not yet scoped or contracted — identified as a future opportunity --- ## Action Items | Owner | Action | Notes | |---|---|---| | Gus Donelson | Follow up with Xerox (IT) on Monday re: Microsoft 365 licenses | Unblocks SharePoint access for Melissa and Avoke | | Gus Donelson | Review "Unlocking the Power of Co-pilot" module | Shared by Isalia during meeting | | Gus Donelson | Review updated SOAR agenda and provide feedback | Sent same morning; not yet reviewed | | Melissa Cusumano | Send participant and facilitator guides to design team | Adobe layout; deliver polished PDF + raw editable file | | Melissa Cusumano | Reschedule recurring Friday meeting to 10:00 AM Central | Confirmed with Gus during call | | Avoke Onorimuo | Download existing Tech Stack documents from shared drive | Isalia downloading Abby's documents to share in interim | | Isalia Ramirez | Download and share Abby's Tech Stack documents with Melissa/Avoke | Bridge until SharePoint access is resolved | | Isalia Ramirez | Handover sync with Melissa on Monday | Final knowledge transfer | --- ## Notable Context - **Abby** (Agility Recovery SME) holds significant undocumented knowledge about the Tech Stack content — a key reason the SOAR project exists. Sales tool access requests (Salesforce, SalesLoft, Zoom Info) must wait until Agility emails are functional. - Gus flagged that the Co-pilot recording contains an outtake with some unplanned language — noted for awareness when reviewing source recordings. - The relationship between Gus and Isalia was described warmly; managing client expectations around the transition will be important. --- ## Related - [[wiki/clients/current/agility-recovery/index|Agility Recovery Client Index]] - [[wiki/knowledge/it-access-blockers-client-onboarding|IT Access Blockers in Client Onboarding]] *(if exists)*